SNBOSD
Security National Bank of So Dak Portfolio holdings
AUM
$184M
This Quarter Return
+0%
1 Year Return
+13.38%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$131M
AUM Growth
+$131M
(-0.05%)
Cap. Flow
+$904K
Cap. Flow
% of AUM
0.69%
Top 10 Holdings %
Top 10 Hldgs %
32.5%
Holding
122
New
25
Increased
37
Reduced
33
Closed
27
Top Buys
| 1 |
Vanguard Total World Stock ETF
VT
|
$1.83M |
| 2 |
iShares Select Dividend ETF
DVY
|
$1.72M |
| 3 |
Vanguard Growth ETF
VUG
|
$1.49M |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
$973K |
| 5 |
Apple
AAPL
|
$743K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$3.29M |
| 2 |
Exxon Mobil
XOM
|
$1.31M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$872K |
| 4 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$868K |
| 5 |
Lockheed Martin
LMT
|
$810K |
Sector Composition
| 1 | Technology | 20.11% |
| 2 | Industrials | 13.7% |
| 3 | Financials | 11.97% |
| 4 | Healthcare | 11.12% |
| 5 | Consumer Staples | 10.21% |
